+34,054.1%
HD vs FISV
+13,164.5%
+20,889.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +5.2% | +8.4% | -3.2% | +2.7% |
| 30D | +20.7% | +38.8% | -18.0% | +8.8% |
| 3M | +0.8% | +21.3% | -20.5% | -5.6% |
| 6M | +12.2% | +14.1% | -1.9% | +6.3% |
| YTD | +4.2% | -5.7% | +10.0% | +3.8% |
| 1Y | -2.6% | -0.8% | -1.8% | -4.5% |
| 3Y | +30.0% | -47.9% | +77.9% | +42.9% |
| 5Y | +8.1% | -36.8% | +44.9% | +10.2% |
| 10Y | +247.2% | +26.9% | +220.3% | +180.3% |
| All | +34,054.1% | +13,164.5% | +20,889.7% | +9,001.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded FISV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling